Allium Financial Advisors, LLC

Allium Financial Advisors, LLC A boutique, independent, multi-family office focused on holistic wealth management.

Allium is more than one advisor — it’s an entire team moving in the same direction. From admin to executives, we collabo...
05/20/2026

Allium is more than one advisor — it’s an entire team moving in the same direction.

From admin to executives, we collaborate daily to put your financial goals first, always.

05/06/2026

Meet Jordan!

Jordan is a Financial Advisor that focuses on comprehensive investment planning for our clients. He moved back to his home state of Oregon from Arizona to join Allium in 2023. He brings experience in investment management and financial planning from his time as a high-net-worth consultant at the Vanguard Group.

Jordan is a CFA Charterholder, Registered Investment Advisor representative, previous Series 7 license holder, and an alumni of Oregon State University, where he earned a bachelor’s degree in Finance and Management.

Markets shift. Economies evolve. Change often creates new investment opportunities.By continuously monitoring financial ...
04/22/2026

Markets shift. Economies evolve. Change often creates new investment opportunities.

By continuously monitoring financial and economic developments, we aim to provide you with timely guidance to help your goals remain aligned with the world around you.

04/08/2026

Meet our Performance Measurement Analyst, Ben!

Ben has been working in financial services for over a decade and joined us from Umpqua Bank, where he spent 12 years gaining a breadth of experience working with the bank's different lines of business, including their Private Bank and their Treasury department.

Ben is a Chartered Alternative Investment Analyst and has a Bachelors degree from George Mason University.

He lives in Lake Oswego with his wife, Maya, and his dog, Moose. As a family, they enjoy going to estate sales, trying new restaurants, traveling, and going to the movies.

At Allium, we believe the best planning happens when investment, tax, and long-term goals are aligned. That’s why we wor...
03/18/2026

At Allium, we believe the best planning happens when investment, tax, and long-term goals are aligned. That’s why we work closely with your dedicated tax advisor to coordinate strategies, identify opportunities, and help reduce surprises.

And if you don’t currently have a tax professional you trust, we can help you find one. We regularly collaborate with experienced tax advisors and are happy to make introductions when it’s helpful.

Planning ahead can creates options. Options can provide peace of mind.Our experts are here to help give you confidence i...
03/04/2026

Planning ahead can creates options. Options can provide peace of mind.

Our experts are here to help give you confidence in your financial future.

02/18/2026

Learn how the One Big Beautiful Bill Act (OBBA) may affect your tax, retirement, and estate strategies in 2026.

Your Allium Financial Advisor is here to discuss how these updates may apply your financial plan. Any tax-related questions must be directed to your tax professional.

Financial decisions are rarely just about numbers. They may also be about priorities, values, and the life you want to s...
02/09/2026

Financial decisions are rarely just about numbers. They may also be about priorities, values, and the life you want to support.

We’re grateful for the client relationships that allow us to do meaningful, long-term work every day.

01/21/2026

Considering index funds or actively managed funds for your portfolio?

The experts at Allium bring experience in both and can recommend tailored strategies to help you fine-tune your investments for long-term growth.

At Allium, we’re more than advisors, we’re partners in your financial journey. We work with you to design strategies tha...
01/07/2026

At Allium, we’re more than advisors, we’re partners in your financial journey.

We work with you to design strategies that help your wealth grow with purpose.

Address

310 N State St Suite 208
Lake Oswego, OR
97034

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 1pm

Website

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